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Disclosery

LPL Financial LLC: XMVM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on XMVM, newest first. How the timeline and the estimate are built.

LPL Financial LLC held 624,819 XMVM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 624,819 shares
    Change vs previous 13F +13,218 shares

    0.01% of the 13F portfolio, value $44,312,164.

    13F-HR 0001403438-26-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 611,601 shares
    Change vs previous 13F +48,856 shares

    0.01% of the 13F portfolio, value $39,827,478.

    13F-HR 0001403438-26-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 562,745 shares
    Change vs previous 13F +18,141 shares

    0.01% of the 13F portfolio, value $36,105,739.

    13F-HR 0001403438-26-000001 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 544,604 shares
    Change vs previous 13F +98,744 shares

    0.01% of the 13F portfolio, value $33,563,381.

    13F-HR 0001403438-25-000006 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 445,860 shares
    Change vs previous 13F +18,526 shares

    0.01% of the 13F portfolio, value $24,801,358.

    13F-HR 0001403438-25-000005 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 427,334 shares
    Change vs previous 13F +13,538 shares

    0.01% of the 13F portfolio, value $22,539,394.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 413,796 shares
    Change vs previous 13F +14,870 shares

    0.01% of the 13F portfolio, value $22,932,564.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 398,926 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $22,112,386.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).